You will get CRM Cleanup & Sales Ops Setup
Project details
Most CRMs don’t fail because of the tool, they fail because the setup doesn’t match how the team actually sells.
In this project, I help startups and growing teams turn cluttered, underused CRMs into clear, actionable sales systems. I don’t just “clean data”. I align your CRM with your real sales process so your team gains visibility, adoption, and confidence in the numbers.
What sets this project apart is my hands-on sales operations background combined with a practical, startup-first approach. I focus on clarity over complexity, quick wins over overengineering, and documentation that teams actually use.
You’ll walk away with:
A cleaner, easier-to-use CRM
A pipeline that reflects reality
Clear reporting you can trust
A foundation that scales as you grow
If your CRM feels more like a burden than a tool, this project is designed to fix that, fast and effectively.
In this project, I help startups and growing teams turn cluttered, underused CRMs into clear, actionable sales systems. I don’t just “clean data”. I align your CRM with your real sales process so your team gains visibility, adoption, and confidence in the numbers.
What sets this project apart is my hands-on sales operations background combined with a practical, startup-first approach. I focus on clarity over complexity, quick wins over overengineering, and documentation that teams actually use.
You’ll walk away with:
A cleaner, easier-to-use CRM
A pipeline that reflects reality
Clear reporting you can trust
A foundation that scales as you grow
If your CRM feels more like a burden than a tool, this project is designed to fix that, fast and effectively.
Project Type
OtherWhat's included
| Service Tiers |
Starter
$250
|
Standard
$450
|
Advanced
$900
|
|---|---|---|---|
| Delivery Time | 3 days | 7 days | 10 days |
Number of Revisions | 1 | 1 | 1 |
Optional add-ons
You can add these on the next page.
Additional Revision
+$25Frequently asked questions
About Raquel
Product & Business Operations
Barcelona, Spain - 7:22 pm local time
I help startups and growing teams bring structure, clarity, and results to product, sales, and operations initiatives, especially when things feel messy, fast, or undefined.
With experience across SaaS, AdTech, Supply Chain, and International Commerce, I support founders and teams by turning ambiguity into actionable processes, improving cross-functional collaboration, and enabling teams to move faster without losing alignment.
What I can help you with:
✅ Product & Operations Support
Process mapping, documentation, and optimization
Product operations & enablement
Cross-functional coordination between product, sales, and ops
✅ Sales & Go-To-Market Enablement
Sales enablement materials (playbooks, one-pagers, internal docs)
ICP & persona alignment
CRM cleanup, setup, and optimization
✅ Content, Decks & Storytelling
Sales and investor decks
Marketing presentations
Clear, persuasive storytelling assets for internal and external use
✅ Data-Driven Execution
CRM, marketing automation & reporting
Performance tracking and insights
Scalable, repeatable workflows
Why work with me?
Startup-experienced and execution-focused
Comfortable operating in fast-paced, evolving environments
Strong communicator across technical and non-technical teams
Hands-on, proactive, and outcome-driven
Tools & skills:
Product Ops • Sales Ops • Process Improvement • Stakeholder Communication • Systems Thinking • Agile Exposure • CRM & Analytics • HTML / CSS / JavaScript
If you’re looking for someone who can step in quickly, make sense of complexity, and deliver practical results, let’s talk.
Steps for completing your project
After purchasing the project, send requirements so Raquel can start the project.
Delivery time starts when Raquel receives requirements from you.
Raquel works on your project following the steps below.
Revisions may occur after the delivery date.
Step 1: Kickoff & Requirements Review
Review client requirements and CRM access Clarify goals, pain points, and success criteria Confirm scope based on selected tier
Step 2: CRM Audit & Assessment
Analyze pipeline structure, stages, fields, and data quality Review existing workflows, automations, and reports Identify gaps, redundancies, and quick wins